Get a Virtual Assistant through our company or bring your own VA and we’ll host them for you. Work with a professional company to ensure data security and compliance with local employment laws.
Our Virtual Assistants are based inside the United States as well as based in our foreign call centers. You can expect security to be a number choice when it comes to working with our company. We make it a top priority to secure your data.
Sample tasks our Virtual Assistants complete
- Receive incoming calls from clients collect data to process changes
- Prepare a new insurance quote
- Collect necessary info from caller to add/change vehicle.
- Process a Certificate of insurance, Collect a payment, Send Insurance ID cards, and much more using our Live script system.
- Late Payment and Cancellation reminder calls
- Followup for trailing documents from underwriting
- Thank you, Birthday, and welcome calls
- Confirmation of Certificates of Insurance
- Claims follow up
- Creation and sending of Certificates of Insurance
- Filling all types of Acord Forms
- Reconciling commissions statements
- Basic bookkeeping and accounting of bank statements and invoices
- General data entry and filling of forms
